Clayton Financial Group LLC Purchases in Q3 2025

Clayton Financial Group LLC

  • $137 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
12.2K
+ 30.74%
$433.97 - $484.08 $5.3M - $5.91M
51.9K $24.9B
VTV
Vanguard Value ETF

ETFs
24.1K
+ 26.09%
$175.51 - $186.57 $4.22M - $4.49M
116K $21.7B
VOT
Vanguard Mid Cap Growth Index

ETFs
12.1K
+ 40.33%
$282.75 - $294.19 $3.43M - $3.57M
42.3K $12.4B
VOE
Vanguard Mid Cap Value Index F

ETFs
17.4K
+ 34.89%
$164.63 - $174.58 $2.86M - $3.03M
67.1K $11.7B
VBR
Vanguard Small Cap Value ETF

ETFs
11.9K
+ 55.87%
$195.41 - $212.37 $2.32M - $2.52M
33.1K $6.92B
VBK
Vanguard Small Cap Growth ETF

ETFs
8.54K
+ 119.0%
$276.51 - $305.12 $2.36M - $2.6M
15.7K $4.67B
VTI
Vanguard Total Stock Market Et

ETFs
6.83K
+ 330.1%
$303.93 - $329.86 $2.08M - $2.25M
8.9K $2.92B
IEFA
Ishares Tr

ETFs
19.4K
+ 53.35%
$81.7 - $87.53 $1.59M - $1.7M
55.9K $4.88B
VNQ
Vanguard Specialized Funds Van

ETFs
15.9K
+ 294.59%
$88.47 - $93.24 $1.41M - $1.49M
21.4K $1.95B
ABBV
Abb Vie Inc.

Healthcare
6.17K
New
$184.85 - $231.54 $1.14M - $1.43M
6.17K $1.43B
PEP
Pepsico Inc

Consumer Defensive
6.21K
New
$133.81 - $152.16 $831K - $944K
6.21K $872M
EFG
Msci Eafe Growth ETF

ETFs
7.44K
+ 226.17%
$106.99 - $114.46 $796K - $852K
10.7K $1.22B
ABT
Abbott Laboratories

Healthcare
6.13K
New
$120.51 - $136.62 $739K - $838K
6.13K $821M
PG
Procter & Gamble CO

Consumer Defensive
4.92K
New
$150.47 - $161.22 $740K - $793K
4.92K $756M
TPR
Tapestry, Inc.

Consumer Cyclical
5.89K
New
$86.48 - $116.14 $509K - $684K
5.89K $667M
EFV
Msci Eafe Value ETF

ETFs
8.34K
+ 98.53%
$62.79 - $68.42 $524K - $570K
16.8K $1.14B
EMR
Emerson Electric CO

Industrials
4.47K
New
$128.6 - $149.63 $575K - $669K
4.47K $586M
NVDA
Nvidia Corp

Technology
2.91K
New
$153.3 - $186.58 $447K - $544K
2.91K $544M
MSFT
Microsoft Corp

Technology
882
New
$491.09 - $535.64 $433K - $472K
882 $457M
IVE
Ishares S&P 500 Value ETF

ETFs
2.19K
New
$194.44 - $206.51 $426K - $452K
2.19K $452M
AMID
Ea Ser Tr Argent Mid Cap ETF
13K
New
N/A
13K $441M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
448
+ 1.01%
$131.47 - $143.64 $58.9K - $64.4K
44.9K $6.35B
IEMG
Ishares Inc

ETFs
4.59K
+ 19.98%
N/A
27.6K $1.82B
IJS
Ishares S&P Smallcap 600 Value

ETFs
172
+ 0.46%
$98.99 - $112.2 $17K - $19.3K
37.7K $4.16B
AMP
Ameriprise Financial Inc

Financial Services
732
New
$486.13 - $544.55 $356K - $399K
732 $360M
CVS
Cvs Health Corp

Healthcare
4.28K
New
$58.75 - $76.5 $251K - $327K
4.28K $323M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.58K
New
$185.88 - $207.44 $293K - $327K
1.58K $317M
NEAR
Blackrock Short Maturity Bond

ETFs
6.17K
New
$50.8 - $51.32 $314K - $317K
6.17K $317M
IBM
International Business Machines Corp

Technology
1.1K
New
$234.77 - $292.47 $258K - $322K
1.1K $310M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.86K
New
$91.28 - $97.59 $261K - $279K
2.86K $274M
VB
Vanguard Small Cap ETF

ETFs
930
+ 48.95%
$237.58 - $259.17 $221K - $241K
2.83K $720M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
505
New
$459.11 - $506.91 $232K - $256K
505 $254M
AVGO
Broadcom Inc.

Technology
702
New
$264.74 - $369.57 $186K - $259K
702 $232M
BMY
Bristol Myers Squibb CO

Healthcare
4.9K
New
$43.31 - $48.98 $212K - $240K
4.9K $221M
GOOGL
Alphabet Inc.

Communication Services
877
New
$174.36 - $254.72 $153K - $223K
877 $213M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.2K
New
$62.09 - $66.51 $199K - $213K
3.2K $209M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4.51K
New
$45.07 - $47.56 $203K - $215K
4.51K $207M
PWR
Quanta Services, Inc.

Industrials
500
New
$372.29 - $421.68 $186K - $211K
500 $207M
PM
Philip Morris International Inc.

Consumer Defensive
1.24K
New
$157.77 - $183.27 $196K - $228K
1.24K $202M
VO
Vanguard Mid Cap ETF

ETFs
505
+ 14.64%
$279.83 - $293.74 $141K - $148K
3.96K $1.16B
IVV
Ishares Core S&P 500 ETF

ETFs
244
+ 73.94%
$620.67 - $670.08 $151K - $163K
574 $385M
VV
Vanguard Large Cap ETF

ETFs
584
New
$285.05 - $309.14 $166K - $181K
584 $180M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
283
New
$567.77 - $614.76 $161K - $174K
283 $173M
IWF
Ishares Russell 1000 Gr ETF

ETFs
341
New
$420.11 - $472.68 $143K - $161K
341 $160M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
791
New
$196.15 - $217.83 $155K - $172K
791 $159M
MO
Altria Group, Inc.

Consumer Defensive
2.38K
New
$57.75 - $67.68 $137K - $161K
2.38K $157M
SPY
Spdr S&P 500 ETF Trust

ETFs
231
New
$617.65 - $666.84 $143K - $154K
231 $154M
ETN
Eaton Corp PLC

Industrials
371
New
$342.99 - $392.76 $127K - $146K
371 $139M
IWS
Ishares Russell Midcap Value E

ETFs
951
New
$132.83 - $140.61 $126K - $134K
951 $133M
Activity Summary
Buys All Purchases 270 New Holdings 249 Increased Positions 21 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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